See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,969 | $135,952-22.8% | $123,892-15.3% | $273,961-61.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 2.33% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.1pp |
| Employer contribution / active EE | $899 | $5,170-82.6% | $4,617-80.5% | $4,869-81.5% |
| Participant deferral / active EE | $3,517 | $6,343-44.6% | $5,984-41.2% | $5,287-33.5% |
| Admin fee / account holder | $233 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |